Routing for Lookup and Auto-Populate - Plumsail Forms

Good morning -
I have been trying to puzzle out how to do this and have been unsuccessful.

I have one form that is used to create job information, all attached to a specifically formatted job number - something like H-4041-18. This job number is specific to the rest of the details in the form i.e. Project Name, Project Address, Superintendent, contact number, etc.

Enter form #2 - Hazard Review Form.
Field superintendents must enter information into this form for day to day operations for audit purposes.
The superintendent needs to enter the job number, and have the rest of the information from the job information form to populate based on that job number.
I have tried numerous things, and just cannot get this to work.
Any help and ideas would be greatly appreciated.

Thanks

Christian

Dear Christian,

I would suggest using Lookup field with Extra fields in your case: https://plumsail.com/docs/forms/how-to/lookup-section.html

Job number will be a Lookup field on the form #2 and the others fields from form #1 should be specified like Extra fields of the Lookup in the Plumsail client:

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Note that you should use the internal names of the fields.

Then you can populate the fields on your form depending on your Lookup choice:
https://plumsail.com/docs/forms/how-to/conditional-fields.html

Thanks for the reply -

I have tried this. THe JOB NUMBER is a lookup. When I add the EXTRA FIELDS, it shows a spinning arrow and does not allow me to choose the job number from the list. If I remove the EXTRA FIELDS it allows me to choose a job number, but it will not populate anything. What am I missing?